a stock that acts like that. >> guy >> action packed show tonight. i really enjoyed it. i was a patchant as well as a viewer >> i hope you're also a viewer otherwise your eyes are closed the whole time jim cramer starts right now. my mission is simple, to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends, hey, i'm just trying to make you a little money. my job is not just to entertain but educate and teach you so-call me at 1800-743-cnbc or

tweet me @jimcramer. when things get biblical, that includes today when the down gained 36 and nasdaq dip dipped .02%. what do i mean by biblical right now we're hearing a lot about david versus goliath and newer investors have taken on commission free trading and knowledge more than ever, the people united will never be defeated i recognize the appeal of that story but this is not a morality play you're not sticking it to the man when you buy game stop or amc entertainment. there is one good reason to own stocks and that's to make money. that's the ball game that's what i try to help you do every night here we're at a critical point in the market where the cheapest stocks are from the best. the most expensive stocks are often the worst. united parcel, alphabet sold at

ridiculously low priced mu multiples and game stop is in the 90s but peaked in the 50s years ago when it had a much better business. sorry. but i want to address the retail revolution that's what is important to me i want to put it in context because sometimes revolutions fall apart sometimes you get a two-day hunt and things go back to normal and other times maybe they take the radio station before the tanks roll in. we've already had one revolution the robinhood revolution they use a terrific app and commission free trading to attract 17 million investors most of whom are new to the game even if they don't stick with robinhood in particular, they love stocks and they're learning how to be better investors and you know what? i think that's terrific. but now we're looking at a different kind of revolution with the theme memes, i have a meme for myself.

meme stocks and i think that demands really a certain level of caution so you know what i'm going to do tonight? i'll give you my rules for revolutionary so you can decide if you want to be one. if you're a stock market revolutionary, your goal is to augment your capital with stocks something i delved in really deeply this morning on my pretty unplugged some say month recall for actionalertsplus.com members. rule two, your goal is not to demolish the fat cats. what the heck does that get you? there is no slingshot like david and goliath and there is a push button to buy stocks you don't have to crush the hedge funds button if you coordinate with millions of buddies on reddit to buy at the same time. put down the slingshot and pick up the annual reports, the conference call transcripts,

rule three stocks do crazy things not just because the market is rigged but driven by humans if you know how to read those emotions, you can find opportunities, walmart gets hammered because america might be reopening opportunity. chipotle gets slammed but the january numbers were ex ordinary narcotic -- ordinary, opportunity. costco sinks and i like costco's monthly numbers very much tonight. opportunity. let the craziness work for you, not against you. the government is not riding to the rescue janet yellen met with very important people to talk about what is happening in the market today but has bigger fish to fry, pandemic, mass uneloquent pl -- unemployment and push past the pandemic the stock market is a caveat institution.

the government is not going to give you a warranty, people. these are not vacuum cleaners. you can't get your money back if you lost it even when the action was trading restrictions, of course. she should investigate whether commission free means best price for you. i'd like to know that. revolutions don't run on pennies but knowledge and yellen can't make us smarter if she's smart herself. rule number five, revolutions are dangerous. which is why you need to protect yourself you don't want to get purged the best way to protect your portfolio, don't buy money to buy stocks. >> just don't do it. margin magnifies losses which means you'll hit yourself with the slingshot. i've been in the game 40 years and every systemic problem starts with too much debt. i know how hard this was

i was in the hospital last week. when i was busy getting a foley catheter stuck into me last week, i was begging for mo morphine margin is fin is morphine hard to kick but begging for it. recipe for disaster. rule six, revolutionaries can get carried away easily when they follow a leader, a leader they don't know and feel there is more to it than buying and selling stocks and want to be encouraged by others who have done the homework. trust me, these people don't care about you keep the balls in the air to make more money. i need you to keep a sound head. today should be pondering if amazon is worth more or less with jeff bezos as executive chairman or ceo. is this like when tim cook took over at apple. something that scared people even though it turned out to be one of the greatest buying opportunities of all time. i think so

you should have thought about how alphabet transformed itself into a company where the focus is on youtube profits and global cloud growth it gives you a fire hose of information when you report and makes you a better investor. that's the goal. rule number seven, there is more to this revolution than who say it's all fake or the keyboard class worriers who want to storm the winter fat cat hedge fund palace i'm talking about the revolution that may have brought you here and goal, trying to make money in the stock market. you do that by finding companies that are in good shape and poised to do better in the future and look, you want a cause beyond making money, amazon and microsoft they are determined to save the environment. lowes and constellation brands and starbucks, rathion

maybe you want a company that treats employees well. it's costco. if you believe the business can make a world a better place, you can manage the money in the way that rewards the best corporate citizens we never used to take this stuff seriously. i came from the age you put your morality to the side when picking stocks unless it was egregious and if you want to make a difference, donate profits to charity companies have to embrace environmental causes if they recruit the talent they need to compete against the likes of us sales force or alphabet or apple. you want to make a difference with the stock picking that's how you do it the bottom line, if you're part of the new investors, i am begging you to follow my seven new rules. who knows, maybe you'll end up hated by your fellow revolutionaries for making so much money maybe the day will be angry at you because you did well you know what i call that? a very high quality problem. we're taking questions

we're going to elih in florida, elih >> caller: hi, jim, eli has a question for you. >> of course. >> caller: i have a question about unity. unity had an ipo at $75 per share in 2020. it had a big runup after that and it's now at the all time high in december 2020 and come down some. the company is currently losing money. do you see growth and if so, how do you trade it? also, unity will report earnings soon what do you think the earnings will show and how will they impact the stock >> eli, that kid has horse sense. we'll see what the quarter will be because they report tomorrow. i don't like to make bets ahead of a quarter i like unity software very much. i saw the e.a. was down today so i'm a little more gun shy than i should be.

i have liked u since it became public and i like eli. we're going to biron in my home state of new jersey. biron? >> caller: my man, mr. cramer, thanks fortaking my call. >> of course, what's going on? >> caller: a little over a week ago you put together a 5 g eft and i feel like a pure infrastructure network equipment play wasn't on it. now, with much of the world that makes this a short list maybe even a duopoly my question with the fair valuation compared to ericsson and the recent upgrade is nokia a buy and one of the few, if not the only reddit trades with real legs >> well, i'll tell ya, look, it's really samsung that is doing well, not nokia. probably terrific. i don't know, maybe you can skate on it. we're not buyersof nokia

because they're frankly not good enough they don't deserve your money. thank you for the call now, we're seeing a revolution people and now you have the rules for revolutionaries. remember, making money is the only reason to own stocks. on "mad money" tonight, how logic is aiming for the clouds and partnership for google cloud to be act and i'll sit down with the ceo to talk about the newest collaboration and the latest earnings and is elf a true beauty after earnings or maybe need a touchup i'll talk to the ceo fresh off the report we just had one of the best quarters so far and the ceo joins me tonight you do not want to miss my sitdown with the ceo of sky works solutions so stay with cramer >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question? tweet cramer #madtweets. send jim an email to

madmoney@cnbc.com or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com.

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there is this urge to divide the whole market now into pandemic stocks and reopening stocks but like i told you last night, what you really want are self-improvement stories take whole logic, the maker of high end diagnostic equipment and surgical products mostly women's health they have a gigantic covid testing kicker last week these guys reported another blowout quarter to become the way you do things diagnostic sells up 262% year over year, yes because of the outbreak more importantly, they are prepared for fruituture. on the conference call, they laid out all the reasons to like the business once we beat the virus.

they predict a new higher baseline for diagnostic testing and made major investments in the breast and surgical divisions that are important to us the stock has run up $10 but i wouldn't be surprised if it has more room to run let's take a closer look with the chairman and ceo to learn more about the quarter and where the company is headed. mr. mcmillan, welcome back to "mad money." >> jim, thanks for having me back great to sort of see you. >> oh, i know. we do our best there is an amazing slide where i think people who have been dealing with covid know this more than ever they hear rapid antigen and this is on your deck fast and inaccurate and hear traditional pcr, accurate but slow is the reason why your company is doing so great during this period is you have a situation of machine that's accurate and next day because that seems to be the solution. >> that's exactly right, jim you always want to really understand that has been the

dilemma. everybody knows the term pcr, which is great testing but the labs, transportation and everything else. still, people have defaulted more towards some of the rapid antigens but they're simply not as sensitive so a long has come whole logic into the middle as we have done in other categories with our panther system, which is, as you said, the most broadly available high put system and the most accurate test using our tma tech technology, which is an alternative to pcr that's incredibly quick but the most accurate out there so what we have is it's put us in aer perfect position we have more than 30 installed in the united states you can go ten or 15 minutes from the studio and run into them in the various hospitals and the labs

what that's allowing us to do is get the sample to the machine very quickly on panther. it can turn around in three hours. so most cases, we're really able to give you the result back in the same day and the other really important part, which you know, is we have the labeling for asymptomatic because our test is so accurate, we're able to pick up asymptomatic people and that's been a huge issue in the ban dem m -- pandemic and the rapid test can't detect those. >> i'm sure people are saying that's great but how many total tests can you produce per quarter because it seems like you don't have enough machines to do the job. >> we've been cranking we've produced over 30 million tests last quarter for perspective going into the first quarter of last year, the most test we've produced on all of our products, all of our

transmitting molecular program is 21 million tests. last quarter alone because of incredible expansions and incredible hard work of our teams, we delivered over 30 million just covid tests and we're continuing to ramp that both with some help from the u.s. government as well as our own teams and the investments we're making such that we can continue to ramp that capacity because that is the biggest thing. the best thing we can do is, you know, ultimately if we can provide for the whole market and we're trying to get there. >> well, i don't want to pigeon hole you i mean, look, this is unbelievable what you've done during a pandemic and women's health is amazing and we'll talk about sustainability in a moment you're pretty convinced post pandemic, we can have a stronger logic. some people might say it's impossible given what he just said but you have a lot of stuff in the pipeline and other things that will do better when the pandemic ends, correct

>> correct i think the simplest way to think about it, we talk about it as a management team, let's say our business overall over five-year pattern is going to grow like this we've clearly got a big bump up on our covid testing but the size of the business on the other side and the trajectory is going to be a lot stronger for the following reasons. one, let's take our panthers we have placed just in the united states alone, we replaced about 100 panthers in the year 2019 in the united states. last year we replaced 372 panthers so, as we come out of the pandemic, we're that much more established and will run our regular tests in all of those additional locations we're also making additional investments. we've heavied up the rnd spending so we're basically cranking out more products for the other end across all of our

businesses and making acquisitions in the last really 920 days, we've made a small acquisition for surgical business and did one for breast health business and one earlier last month for the diagnostics business so that those will also be stronger on the other side so it's both organically stronger and inorganically stronger. >> one last question we've had a remarkable number from google cloud that came out today and people are saying where is that business coming from it would be something you're doing, which i think is revolutionary with the google cloud pact you announced for the next generation. >> yes, you know, we've been the world leaders obviously in 3 d mamography another huge part of the business is breast cancer detection business and a big part of what we've been doing over time is adding more and more, you know, what we call machine learning or artificial

intelligence to help the radiologiests read the, you know, read the patterns and be able to detect even cancer earlier and earlier. we're now bringing the same, similar kind of technology, basically again the artificial intelligence to the cervical cancer screening which is your traditional pap test and partnered with google cloud on that to really turbo charge our efforts in that area so we're bringing not only the machinery but increasingly so much of our business is increasingly a software game, as well as we're trying to help, you know, ba basically find cancers earlier and earlier. it's the same in everything we do. >> that's the holy grail. >> sexually transmitted detection, anything, as you know, you can then, it's much easier to treat and same with covid, right if we can find the right people very quickly before they spread it and everything else a lot easier to treat than once

they're very far down the road that's our entire business and our logo, the science. so that's where we're -- >> well, you've just delivered and delivered and after the close of the market by the way, steve put out purpose, passion and promise which is your unique difference maker you care passionately what you do beyond the bottom line and saving lives i want to thank you so much. hologic chairman and ceo fabulous quarter many more to come. thanks for coming on "mad money." >> thank you, jim. take care. all right. back after the break >> announcer: in a selfie society, this cosmetics maker has the zoom generation brushing up on the latest beauty hacks. can it's stock continue to deliver picture perfect gains or is it time for investors to gloss over it? cramer digs into the business of beauty just ahead.

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♪♪ what do we make of elf f beauty is a stock that collapsed when covid first hit only to make an incredible comeback because you really need to look good on zoom and these guys had the infrastructure in place to double down on e commerce but tonight elf delivered a con confusing quarter. the rise did miss selling general administrative expenses but at the same time management raised their forecast but still, we have to think deeper because i liked this stock for a long

time the chairman and ceo of elf beauty to get a better read on the quarter and where it's headed welcome back to "mad money." >> thank you for having me great to be back on. >> all right so i got to understand this because sometimes these things are a little bit too nitty gritty but i knowpeople own th stock and want to make money, not lose you raised your full year guidance and did it pretty convincingly but at the same time, your gross margins did not go up. they went down and i'm trying to figure out what's happening underneath to make it so you're confident about the future even as this quarter may have been a little tougher than i expected. >> well, first of all, we're really pleased with the quarter. we delivered 10% net sales growth in a category that's down 20%. i'm proud of the team and our ability to continue to execute and part of how we deliver that sales growth is we continued to invest in the business for the long term. the marketing and investment was 15% of net sales up from 12% last year and we're feeling

great about those investments in the business and you can see it picking up market share. >> but let's talk about market share. last time we spoke, target is a really important company for you but we had ulta on and they made a good deal with target. you're in ulta important venue for you. is that causing any friction is the price cutting a target for elf? >> no, it's actually a great opportunity for us as you mentioned, we have real strength at target they're the longest stranding national retailer. in the quarter we over took lorel for the number two position so we have great momentum there and at ulta beauty they continue to expand the brand giving us for space, rewarding us they will be the launch partner for the new brand and so we see both of them working together as a great thing for elf beauty

gives us a lot of opportunity and customers we've done extremely well with. >> you continue to do well with walmart i understand. >> we do we have an incredible collection we're collaborating with them on now and we have just a great business really in every one of the national retail partners where the most productive brand will carry and we have great momentum. >> so let's talk about what i regard as you're amazing social media presence, whether it be tiktok or holiday, different things you've done that are always great and of course, with alisha keys who is one of my favorite i had the pleasure of meeting her several times. some of these things, the key soul care brand. are they starting to take off? >> we're really pleased with the key soul care brand. we're doing something that hasn't been done in beauty before with the wonderful alisha

keys and so far, the launch is off to an incredible start we have it on key soul care.com and ulta beauty and the response is terrific and we're about to expand distribution even further. >> now, when i look at your company, i try to figure out where a company is in relation to the pandemic. a lot of people thought if you're not going out, you don't need makeup, you proved that wrong. people on zoom need makeup do you think there will be a resurging of new look as people go out rather than just be on zoom >> you know, i absolutely believe the category will do much better as we get to normalcy, as we get more vaccine out and people can get out i think there is a penalty up de -- pent up demand for people to express themselves we were strong going into the pandemic and with our new brand portfolio with not only elf beauty, elf cosmetics but key soul care and the clean beauty

brand well people we have a better portfolio to continue the strength and momentum coming out. i'm bullish on the category going forward. >> you always have something new. loser fruit endorsement deal what will that mean? when i see someone who is a top female gamer, i say to myself once again mr. mean is in touch with what is a trend setter. >> well, i gave our team a lot of credit. just like we broke new ground when we did our tiktok challenges up to 10 billion views, 7 million videos. we're the first brand really to partner on twitch with lufu the second highest female gamer in terms of her following and we're really doing something that's quite novel in terms of really coming together, she's being able to give tips to her community, both female as well as male in terms of elf cosmetics and what that means and what we're able to do together i'm excited about that as well as other new ground we're

plowing. >> and then i can't finish the interview without talking about how much you care cruelty to animals, how much you care about sustainable, 650,000 pounds of packaging eliminated how are you in your quest to make it so that you are a better actor in society >> well, i think first of all, we always follow what our consumers are interested in and our core consumers are gen z millennials and they care about the issue and products being cleaned and ingredients in the products and sustainability. so our initiative with project unicorn eliminated 650,000 pounds of page kackaging materi. we've had great super powers with being cruelty free and vegan and you'll continue to see us follow what is important to consumers. >> i always like to end like that because that's why my kids wear your makeup because that matters to them. i want to thank you.

another great quarter. chairman and ceo of elf beauty great to see you, sir. >> great to see you, as well thank you. "mad money" is back after the break. >> announcer: coming up, third quarter brought the fireworks. but in a volatile market, can this chip maker take your portfolio sky high cramer sits down with sky works solutions when "mad money" returns. sales are down from last quarter but we are hoping things will pick up by q3. yeah...uh... doug? sorry about that. umm... what...its...um...

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in a remarkable strong earnings season, some of the best numbers seem so far, at least, have come from cramer fav sky works solution, swks the chip maker has a ton of exposure to 5 g wireless

networks and the internet of things last thursday sky works reported truly blowout numbers. i said it's the best we're talking about 69% sales growth much better than expected. $3.36 per share of earnings. wall street was looking for $2.09. how is that possible on top of that management gave a terrific forecast and rolled out a $2 billion buy back program. since then the stock has surged to deservingly 12% and given everything we've heard about the chip porshortages, i don't know, maybe this is just the beginning. let's check in with the president and ceo of sky works solutions to hear more about the quarter and what he sees going forward. welcome back to "mad money." >> great to be back with you, jim. really appreciate the intro. >> liam, i think it important to point out this kind of quarter is not something that just came together in six months you've been spending for years because you saw the vision, you saw the division would be 5 g but you saw autonomous driving you saw the idea that we'd be talking about different

controls, internet of things so talk about the mission of getting to where you are to make it so you had that explosion and how it's not just something that turns on a dime, it could be long lasting. >> yeah, i absolutely -- you know what is great, jim? you and i talked about a digital traffic jam. i think 2017, 2018 and i talked about where we could go in this industry moving from 4 g to 5 g but 5 g hadn't yet happened. the good news now is 5 g has arrived and that's what you're seeing in the numbers today. and when you look at a 5 g device this is a technology ist it's not a 3product. what happened for us in q 1 is transformational we had a tremendous unit launch with 5 g phones but within the phones, the complexity was so, so much higher than you've ever seen before and new spectrum and band count created a unique opportunity. you had units, complexity and a

technology bar that has never been higher. that's what we want and we want to deliver the solutions to the best and brightest customers out there. >> liam, i know this is a high quality problem. i deal with a lot of auto companies. a lot of different companies one thing we do not have, we do not have enough chips. does sky works solutions have enough chips to meet the incredible demand we're seeing now? >> absolutely. i'm glad you brought that up our operations team did a f fabulous job delivering the 1.5 million in a 90-day quarter. the other thing that's important and i know you get this. we talked about it we're a company that delivers technology internally. we craft and configure our own divisions and our own fads leveraging high performance temperature compensated filters, custom configured arcinide and

minute miniature packaging and mitigate chip shortages we're seeing globally. >> that's good because a lot of the companies i'm talking about are saying we can't make it. i want to make sure it's not sky works. it's clearly not liam, there is this view on wall street that when anyone says it's early, it's usually late. the skeptics just crush me you and i have known each other for a long time. you're continuing to say listen, 5 g is at it's infant. give me milestones why and where it can go. >> it certainly is at its infancy. we're positioned to execute and we're doing that the good news is in this great period of time with a great launch of 5 g. we've only moved about 220 million units of 5 g phones. if you look by 2026, data shows

that number could be at least 3.5 billion. so you've got a tremendous tail here and a tremendous lift that we have as we go forward a secular move into 5 g and it will be a multi, multi year cycle. >> now, i know you have a large customer base and everybody knows we're not going to go there because you don't like to talk about it but what i was impressed about is the breath of china. it looks like that the chinese companies, political output, doesn't matter they are lining up to buy your chips? >> that's true, jim. this technology is vital think about what happened in this pandemic. essential connectivity door to door delivery. all of these themes are real and markets like china are important. the smart phone in china is a vital, vital product it's the streaming video and way to educate and communicate and we were fortunate to see a nice

uplift there opo and others so in addition to some of the flag ships here in the u.s., we did very, very well in the emerging markets. >> last question, there are companies like amd we like them they are buying, we think their terrific nvidia is trying to buy arm. does liam griffin need to do something like that or do you have so much business we shouldn't think sky works is next move? >> i'll tell you, it funny certainly, we have the powder and balance sheet and free cash flow generation to do acquisitions and we're always on the lockouokout for the right t. we love the organic business and the opportunity today is still in the infancy our sales folks, really executing. we're pumped up about the business we're in right now but we're in a position to do more as we look out. >> well, look, i totally have

been a believer since your predecessor came stock at five and one of the biggest wins. you're doing a great job liam griffin president and ceo of sky works solutions fabulous to see you. thank you for coming on "mad money." >> thanks so much, jim appreciate it my friend. >> absolutely. back after the break >> announcer: coming up. >> it is time. >> announcer: cramer takes your calls. rapid fire, the likghtning roun is next.

cramer, you are super. you are awesome. >> it's a first time investor. >> thank you for inspiring me to

get in the game. >> your show is the best i am so glad you're on tv. >> i want you to know you have transformed me thank you, cramer. it is time, it is time for the lightening round say buy, buy, buy, sell, sell, sell and then the lightning round is over. are you ready ski daddy. i'll start with ken in florida, ken? >> caller: hello, there, jim, how are you? >> i'm good. how about you, sir >> caller: i'm good. second time caller and long time viewer going back to the ckudlow and cramer days. >> holy cow. >> caller: you made me a lot of money. so much money that my friend

darrell has renamed "mad money." anyway, i'm calling you about -- >> i like that. >> caller: chinese stock, my main holding is alibaba but not that but when alibaba pulled back after the plans for amc, the ipo fell through i did two things i added to my position there but then when the government restricted amc's activities, i researched others and i bought it and it tripled. >> this is a great speck i'm an alibaba fan but fut u isa good speck in china. let's go to jessie in california, jessie >> caller: what it do, jimmy chew >> yo -- jimmy chew, i got toe cleavage, too, what's happening? >> caller: my buddy, we'll call

him mike pancake. >> okay. >> caller: he's been a big cheerleader of this stock for, oh, the longest time and he's been on the sidelines trying to get me into it i finally jumped on board a couple months ago and, you know, for awhile it been looking like it's been treated like a paypal's little stepbrother but the stock i'm talking about is ebay. >> well, mikey pancake hit it out of the park, my friend great quarter tonight. first of many and i'm going to say buy, buy, buy. guy has horse sense. let's go to mark in wisconsin, mark >> caller: jim, first off, a big shoutout to your production staff. so helpful i got a question for you in the energy sector. recently keystone got shut down and five, six, seven months ago charlie monger and warren buffet

were on the east coast buying up pipelines. is the dividend at mmt safe and is magellian mid stream partners a good investment. >> run by mike meres is the best that said, i don't recommend any pipeline stocks. put a gun to my head, maybe kmi. the reason why, this group had it it a mass limited partnership group and nobody wants them anymore. they don't want to see corporations i won't recommend any. life is too short. i'll take one more and go to charlie in new york, charlie >> caller: hi, jim, how are you? i hope you're feeling better from your surgery. >> thank you, buddy. i'm getting there. the walking around with a cane thing but you have to do what you have to do the p.t. starts next week. thank you for asking >> caller: i'm concerned about verizon. the last quarter didn't look bad. in fact, it went down and i bought some more bounced back in the day or two but it hasn't.

what should i do >> i think that's fine remember, interest rates inching up will drive verizon down i think verizon is fine. i never got hurt recommending them i like t-mobile more i put together that group. t-mobile is doing better and i think verizon is fine and that, ladies and gentlemen is the conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade >> coming up, on the gridiron sunday only one team can land on top but in the stock market, which companies have a deep enough bench to take your portfolio past the goal line cramer takes the hand off when "mad money" runs trading platform worked like that. well have you tried thinkorswim. okay, it's got screeners and watchlists. and you can even see how your predictions might affect

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we all know there can only be one winner this sunday. somebody has to lose it may be tom brady, never associate that with a boo, right? the most electric player in the business right now the big game is truly zero some. >> sell, sell, buy, buy. >> what about the stock business we all think it's the same way, don't we we make it a contest as a former sports writer, i can tell you it's a lot more fun that way people love competition and they want to bet on a winner.

there is just one problem. the stock market has lots of winners. i love football but not having football games i bring this up because amazon and alphabet have been reporting. amazon stalling out on the news that jeff bezos is stepping down or stepping up, depending how you want to put it and alphabet roaring on the strength of google cloud you know i love the business it's easy to cover this as amazon versus alphabet and alphabet wins. but it would also be wrong they both delivered incredible results and i think the real winners are you, the shareholders the companies are just that good i'd say they are darn right unbeatable why? i can go deep into the weeds but what i'd rather do is approach these two from another angle i want to explain what it's like to compete against amazon or alphabet when i worked at goldman sachs in the '80s we bent over

backwards to the best and brightest and got whatever he wanted 35 years later when i think about an investment bank recruiting at a major business school, i can't imagine who would bother to come to the cocktail hour. half the people in the room would be thinking of ways to disrupt the model, the other half will be thinking about getting hired by a startup some might be there for the cocktails and jumbo shrimp they want to learn they want to learn at the universities of facebook and alphabet and the schools of amazon and microsoft and apple these universities pay well with incredible benefits and they offer a sense of purpose beyond making money so when it comes to recruiting, you can't compete against big tech unless you've got something ready with some disruptive algorithm meaning you have to become a tech company yourself even these places have limitations. jeff bezos maybe the richest man

on the world but he can't stay on his emperor for life. the fire brand that helped the greatest retailer in the world transitioned to the cloud. if you're google and all you ever hear about is search, search, search, why not find a huge cloud inanyitiative and brg in the best pure cloud manager available in the world and give him the wall remember, silicon valley has no salary cap why not take youtube and use it to crush regular tv? alphabet has been asking these regular questions because that's what what they are doing apple, juggernaut. they are making the most popular devices on earth customer satisfaction and people are willing to pay up for it including for years a subscription service after they buy the phone. microsoft, a few years ago the ceo said he could turn azer into 18 billion in annual sales it was skeptical he was going up against andy

jassy with amazon sales. forget $18 billion a year. he'll do $18 billion a quarter when it comes to cloud infrastructure, there are three incredible winners and they all deserve their own lombardi trophies who will come in third i will bet against them in a couple years facebook realized there could be more to the business than advertis advertising. facebook embraced the small business person. i bet almost everybody used their platform to connect to customers and made them partners all these tech titans can recruit anyone they want they have amazing coaches trees and products and services people believe in with corporate cultures, people want to be part of these days, when i talk to my friends who used to run wall street, i ask where their kids were sure, for a couple private equity for others, maybe a startup. the best are going to big tech as long as that pipeline is in

tact, you want to stick with amazon, alphabet, apple, microsoft, and facebook. despite the siren song of speaks or the game stop and amc entertainment. i like to say there is always a bull market somewhere and i promise to find it just for you here on "mad money." i'm jim cramer see you tomorrow the news with sheppard smith starts now schools in covid reopen and send kids back or wait till teachers are vaccinated tonight there is movement. i'm shepard smith. this is the news on cnbc >> we still have to have the necessary safety protocols in place, the mask wearing, the cleaning, the hand washing. >> getting kids back in the classroom, a priority for the president. tonight, the politics, the science, and finding the balance between the safety of our teachers and the mental health of our students.

the race to vaccinate